MFSB

MFS Active Core Plus Bond ETF

$25.23
+0.00%
Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The MFS Active Core Plus Bond ETF seeks to provide total return by investing primarily in a diversified portfolio of fixed-income securities.

Overview

ETF tracking MFS Active Core Plus Bond ETF

Issuer Other
Inception Date 2024-12-05
Market Cap $88.3M
Average Volume N/A
Dividend Yield 3.86%
52-Week Range $24.23 - $25.55
VWAP $25.24

Performance

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Investment Summary

📎 Investment Objective

The MFS Active Core Plus Bond ETF seeks to provide total return by investing primarily in a diversified portfolio of fixed-income securities.

🎯 Investment Strategy

The fund employs an active management strategy, utilizing fundamental research and analysis to identify fixed-income securities that the portfolio managers believe offer attractive risk-adjusted return potential. The fund may invest in a variety of fixed-income securities, including government, corporate, and mortgage-backed bonds.

✨ Key Features

  • Actively managed fixed-income ETF with a focus on total return
  • Diversified portfolio of government, corporate, and mortgage-backed bonds
  • Utilizes fundamental research and analysis to identify attractive investment opportunities
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Interest rate risk: The fund's value may decline when interest rates rise
  • Credit risk: The fund is exposed to the risk of issuers defaulting on their debt obligations
  • Liquidity risk: Some fixed-income securities may be difficult to sell, especially during times of market stress
  • Reinvestment risk: When interest rates decline, the fund may have to reinvest in lower-yielding securities

👤 Best For

The MFS Active Core Plus Bond ETF may be suitable for investors seeking a diversified fixed-income investment with the potential for total return, and who have a moderate risk tolerance and a medium-term investment horizon.